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QuoteWerks Help
Version 25 (Build 1) 
November 22, 2024
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Important:   Only users with Master Rights (e.g., Administrator) can modify settings on this Security tab.

 

The options on this tab allow you to set your Security settings.

 

 

 

Enable Individual Product Data Source Level Security

Contact Manager DTF Security

The DTF file related security setting “Allow file to be opened by installations using a different serial #.” Can be used in rare cases when two or more branches of a company need to use their own master license keys instead of entering all the master license keys into the one installation, and then creating remote site license keys.

Note:If you do not have Master Rights, you will be able to view settings on this tab, but you will not be able to modify them.

Record failed login attempts

This option will log any failed login attempts in the Event Viewer.

Record successful login/logoff (includes duration)

This option will log the successful login/logoff attempts of each user into QuoteWerks and show the duration in the Event Viewer.  

Enable Audit Trail Backup Files

This will create a backup copy of the document (under the \History\AuditTrail folder) every time the document is saved in QuoteWerks. Under the File->Properties menu you can see the audit trail events and also a listing of the "Audit Trail Backup Files" and "Automatic Backup Files" listed.

Single Sign On (SSO)

Here you can input your Tenant and Client IDs from Azure SSO. For more information please see the Single Sign On help file.